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1、Unleash InnovationTSMC,Ltd02025TSMC PropertyUnleash Innovation2025 First Quarter Earnings Conference April 17,2025Unleash InnovationTSMC,Ltd12025TSMC PropertyAgendaWelcomeJeff Su,IR Director1Q25 Financial Results and 2Q25 OutlookWendell Huang,CFOKey Messages Wendell Huang,CFO C.C.Wei,Chairman&CEOQ&A

2、Unleash InnovationTSMC,Ltd22025TSMC PropertySafe Harbor NoticeTSMCs statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward-looking statements.Information as to t

3、hose factors that could cause actual results to vary can be found in TSMCs 2023 Annual Report on Form 20-F filed with the United States Securities and Exchange Commission(the“SEC”)on April 18,2024 and such other documents as TSMC may file with,or submit to,the SEC from time to time.Except as require

4、d by law,we undertake no obligation to update any forward-looking statement,whether as a result of new information,future events,or otherwise.Unleash InnovationTSMC,Ltd32025TSMC PropertyStatements of Comprehensive IncomeSelected Items from Statements of Comprehensive Income 1Q25(In NT$billions unles

5、s otherwise noted)GuidanceNet Revenue(US$billions)25.5325.0-25.826.8818.87-5.1%+35.3%Net Revenue839.25868.46592.64-3.4%+41.6%Gross Margin58.8%57.0%-59.0%59.0%53.1%-0.2 ppt+5.7 pptsOperating Expenses(85.19)(86.34)(65.36)-1.3%+30.3%Operating Margin48.5%46.5%-48.5%49.0%42.0%-0.5 ppt+6.5 pptsNon-Operati

6、ng Items23.8223.0917.52+3.2%+35.9%Net Income Attributable to Shareholders of the Parent Company361.56374.68225.49-3.5%+60.3%Net Profit Margin43.1%43.1%38.0%0.0 ppt+5.1 pptsEPS(NT Dollar)13.9414.458.70-3.5%+60.4%ROE32.7%36.2%25.4%-3.5 ppts+7.3 pptsShipment(Kpcs,12-equiv.Wafer)3,2593,4183,030-4.7%+7.6